Digital Growth Diagnostic

Bastionfinancialgroup

Perth-based financial advisers serving high-net-worth individuals, business owners and executives with wealth planning, investment structuring, succession and family settlement advice.

Highly qualified Perth advisers, but prestige is not converting to enquiries.

Bastion Financial Group has built clear professional credibility: Certified Financial Planner credentials, professional memberships and a city-centre Perth address that suit high-net-worth clients, business owners and executives. That credibility is not translating into visible demand where those prospects look, so time-poor executives and owners are being lost before they make contact. The About page details the team and credentials, but the online presence is not turning that trust into straightforward enquiries.

Your online reputation

5

Google star rating

1

Verified reviews

High

Reputation strength

Google Business Profile

Your online presence — what the data reveals

AI Visibility

Low

Authority Score

7

out of 100

Organic traffic

12

est. monthly visits

Traffic Trend

%

past 12 months

Organic Keywords

2234

ranking terms

Keyword Trend

+450

%

past 12 months

Backlinks

97

total

Paid traffic

0

0 paid campaigns

Digital maturity

Level 2

out of 5

The good news:

You have an experienced advisory team with Certified Financial Planner credentials and recognised professional memberships. You also serve a clear niche in Perth with at least four specialist services covering wealth planning, structures, succession and family settlement. Those assets make it possible to win higher-value enquiries from Perth and wider WA if the digital presence clearly reflects that expertise and guides prospects to contact you.

How your website scores

Message clarity
2/5
Trust signals
3/5
Conversion design
2/5
Visual maturity
2/5
UX total9 / 20

TECH STACK

CMS
WordPress
Automation
ShareThis

UX OBSERVATIONS

The site fails to lead with a clear, differentiated value proposition and obvious next step, causing high-value prospects to pause and increasing bounce risk.

Regulatory and contact information exist but are visually de-emphasised in the footer, diluting trust signals when compared to competitor sites that foreground credentials and adviser profiles.

The visual system is competent but dated and undifferentiated, which undermines premium positioning and makes it harder to justify higher fees or win executive-level clients.

What this means:

With only about 12 to 13 organic visits a month and an authority score of 7, your advisers’ credibility is largely invisible to the clients you target. A 5-star Google rating but only one review and low national search rank mean potential high-net-worth clients are not finding a clear reason to engage. That gap is costing missed qualified leads and larger engagements your team is built to deliver.

The three gaps holding you back

  • High-value prospects pause on arrival. The homepage hero lacks a concise value proposition and a primary call to action (UX message clarity score 2, conversion score 2), which is likely causing executive and HNW visitors to leave before they see adviser credentials.
  • Credentials are buried where buyers look last. The About content lists Certified Financial Planner status and FAAA membership but regulatory details and adviser profiles are visually de-emphasised (UX trust score 3), reducing the site’s ability to justify premium fees.
  • Authority and visibility are low despite specialist services. Semrush shows ~13 visits/month, authority score 7, 62 referring domains and limited GMB social proof (5.0 from 1 review), so the firm’s multi-service, high-decision offering is not translating into search visibility or third-party endorsement at scale.

What's possible when these gaps are closed

  1. Showcase credentials to win local high-value searches

    Lead with the upside: make CFP credentials, professional memberships and your Perth city-centre address instantly clear to lift local search performance and perceived authority. With only 12 monthly visits and an authority score of 7, boosting on-page proof and local listings can turn scarce visibility into real enquiries.

  2. Package services into clear executive offers

    Present three clear, outcome-focused packages for business owners, executives and high-net-worth clients so decision-making is fast and simple. Converting the current list of four or more specialist services into named offers with next steps reduces friction for time-poor prospects and shortens the path to contact.

  3. Turn small traffic into high-value enquiries

    Add visible client outcomes, short case studies and one prominent next step to convert the 12 to 13 monthly visitors into meetings. With clearer calls to action and a handful of strong client stories, you can multiply qualified enquiries even without big traffic growth.

This report was prepared by Redfox Digital using publicly available SEO, UX and reputation data.

Ready to find out what stronger digital growth could look like

Book a free 20-minute strategy call. We’ll map the gap between your commercial goals and digital capability, then design the system to close it.

Bastionfinancialgroup homepage screenshot